Filed April 27, 2007 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,338 | $123,793-69.8% | $177,821-79.0% | $79,858-53.2% |
| Participation rate | 73.9% | 84.7%-10.7pp | 87.7%-13.8pp | 69.6%+4.3pp |
| Annual return | 17.94% | 22.82%-4.9pp | 48.32%-30.4pp | 31.71%-13.8pp |
| Employer contribution / active EE | $2,071 | $4,095-49.4% | $5,918-65.0% | $2,471-16.2% |
| Participant deferral / active EE | $3,799 | $5,956-36.2% | $7,714-50.8% | $3,740+1.6% |
| Admin fee / account holder | $2,213 | $7,243-69.4% | $12,427-82.2% | $5,306-58.3% |